Ownership history in Tidemark, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Tidemark, LLC reported a position in WISDOMTREE U S (DES). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 793 | — | 0% | 0.01% | $27K | $33.36 |
| 2025 Q2 | REDUCED | 793 | -161 | -16.9% | 0.01% | $25K | $31.22 |
| 2025 Q1 | REDUCED | 954 | -383 | -28.6% | 0.01% | $30K | $31.16 |
| 2024 Q4 | UNCHANGED | 1,337 | — | 0% | 0.02% | $46K | $33.35 |
| 2024 Q3 | REDUCED | 1,337 | -289 | -17.8% | 0.02% | $46K | $33.21 |
| 2024 Q2 | UNCHANGED | 1,626 | — | 0% | 0.02% | $51K | $29.77 |
| 2024 Q1 | ADDED | 1,626 | +18 | +1.1% | 0.03% | $53K | $30.95 |
| 2023 Q4 | INITIATED | 1,608 | — | — | 0.03% | $52K | — |
As of 2025 Q4 — sorted by position size